Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Looking for your thoughts on Broadcom as an alternative to NVIDIA - also more diversified than NVIDIA with their enterprise solutions business. The CEO was very bullish of their revenue streams from hyperscalers over the next couple of years believing their could be another 60bn+ revenue.
Hi Scott,
Broadcom shares shot up more than 20% in January, pushing the company’s market cap beyond $1 trillion for the first time, after the company reported 4th quarter earnings that beat estimates including artificial intelligence (AI) revenue jumping 220% to $12.2 billion, and $14.05 billion in total revenue for the fourth quarter, up 51% year over year.
We believe the AI enthusiasm toward Broadcom will build through 2025 making it an excellent alternative to Nvidia (NVDA US). After consolidation in the $US200-250 region over the last few months the stock looks/feels ready for another leg on the upside.
Take a free trial.
No payment details required.
Forgot password? Request a One Time Password or reset your password
One Time Password
Check your email for an email from [email protected]
Subject: Your OTP for Account Access
This email will have a code you can use as your One Time Password for instant access
A link to create a new password will be sent to the email address you have registered to your account.
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
Our Smart Phone App will give you access to much of our content and notifications. Download for free today.
